What documents are required to register with FINVOY?
A Permanent Account Number (PAN), a copy of a cancelled bank cheque, and an image of the applicant's signature are sufficient. Photographs of the cheque and signature can also be taken from the application itself. In case, Video KYC is required, then ...
What is the procedure to register with FINVOY once the app is downloaded?
Once the App is downloaded and opened, the KYC verification is completed by entering the PAN account related details. If the applicant is not KYC verified, the app automatically prompts them to start the video KYC process. Video KYC is available only ...
What tools are provided in the app to help investors make decision?
Calculators like SIP Calculators, Marriage Planning, Lumpsum, Retirement Planning, Income Tax, Car Planning, SIP Delay Cost, Education Planning, Life Insurance, EMI calculator. House Planning and Vacation Planning are provided. Mutual Fund Research ...
I want to start a SIP. What do I need to do?
To enter a SIP, a mandate with a bank is required. This cannot be done from an app. You can raise a ticket from the support portal. A representative will get in touch with you and guide and handhold you with the process of entering into a mandate.
I have certain goals and I wish to plan, save and invest according to my goals. Can you help me?
Please raise a support ticket or contact your relationship manager. A representative will approach you, note down your goals, prepare a plan, get your approval and help you make your investments accordingly.